Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHORT DURATION F
-
Total 13F shares
-
39,214
-
Share change
-
+7,340
-
Total reported value
-
$1,843,468
-
Price per share
-
$47.01
-
Number of holders
-
2
-
Value change
-
+$345,055
-
Number of buys
-
2
Institutional Holders of DIMENSIONAL ETF TRUST - SHORT DURATION F (DFSD) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - SHORT DURATION F (DFSD) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
39,214 shares.
The largest 10 holders included
Beaird Harris Wealth Management, LLC, DiNuzzo Private Wealth, Inc., OneDigital Investment Advisors LLC, BUCKINGHAM STRATEGIC WEALTH, LLC, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, ASSETMARK, INC, COMMONWEALTH EQUITY SERVICES, LLC, Apella Capital, LLC, ENVESTNET ASSET MANAGEMENT INC, and Great Waters Wealth Management.
This page lists
214
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.